Avos Capital Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$298M

Discretionary

$298M

100% of AUM

Avg account

$5.4M

Accounts

55

Employees

7

Advisory reps

4

Firm details

Headquarters: Darien, Connecticut
CRD number: 313979
Registered since: May 7, 2021
Website: www.avos.co
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI56.1%
Corporations / Businesses35.86%
Pooled Investment Vehicles7.93%
Individuals0.11%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Avos Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and classified as a hedge-fund style manager. The firm provides portfolio management across individual and pooled vehicle structures and lists business activity as a CPO/CTA, indicating an ability to run commodity pools or provide trading-advice services alongside traditional advisory work. Its client base includes both individuals/families and institutional investors. Compensation is a mix of a percentage of assets under management and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds81%
Cash & Cash Equivalents13%
Exchange Traded Equities6%

Owners & executives

1 of 1

Joshua Blanchfield
Partner and Chief Investment OfficerCRD 7360154

Contacts

3 of 3

Peter Joers
PartnerCRD 2169200
Martin Hutter
Director, InvestmentsCRD 7984241
Michael Polansky
Founder & Managing PartnerCRD 6137523

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 22

Active vs passive

$261M in ETFs

Passive

69%

$180M

Active

1%

$81.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
AVOS GLOBAL EQUITIES ETF (AVOS)				$79.5M	2,951,282	30.46%

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Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Fairfield
Address: 19 Old Kings Hwy S
Time zone: ET (UTC-5)
Office locations

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